Meta and Broadcom Lock in 1GW Custom AI Silicon Through 2029
Meta and Broadcom announced a multi-year partnership on custom MTIA chips through 2029, committing to deploy 1 gigawatt initially with plans to scale to multiple gigawatts by 2027. The chips will be the industry's first 2nm AI accelerators, shifting the inference market away from Nvidia.
Arm Launches First Own Chip in 35 Years, Targets $15B by 2031
Arm Holdings shipped its first production CPU in 35 years — the AGI CPU, co-developed with Meta and built on TSMC 3nm — targeting $15 billion in standalone revenue by 2031 and marking a structural break from its pure licensing model.
Arm Holdings Launches First In-House Silicon, Targets $15 Billion by 2031
Arm Holdings unveiled its first internally designed AGI CPU on March 25, 2026, targeting $15,000,000,000 in chip revenue by 2031 with Meta as lead customer.